Centered Wealth LLC dba Miller Equity Capital Advisors

13F Filings History

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$240M
Signature - Title
Gene S Gurley - Advisor
Location
Irving, TX
Summary
This page shows a list of all the recent 13F filings made by Centered Wealth LLC dba Miller Equity Capital Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Centered Wealth LLC dba Miller Equity Capital Advisors reported 55 stock holdings with total value $240M as of Q2 2024. Top holdings included VB, VTI, VGT, VV, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 55 $240M +$6.33M -$4.11M +$2.22M VB, VTI, VGT, VV, BND 13F-HR 7/30/2024, 12:06 PM
Q1 2024 56 $242M +$8.47M -$2.26M +$6.21M VB, VTI, VGT, VV, BND 13F-HR 5/2/2024, 01:01 PM
Q4 2023 52 $221M +$6.93M -$363K +$6.57M VB, VTI, VGT, VV, BND 13F-HR 2/2/2024, 02:07 PM
Q3 2023 49 $193M +$5.07M -$654K +$4.42M VB, VTI, VGT, BND, VV 13F-HR 11/9/2023, 03:07 PM
Q2 2023 50 $197M +$7.03M -$414K +$6.62M VB, VTI, VGT, BND, VCR 13F-HR 8/1/2023, 01:14 PM
Q1 2023 50 $179M +$15.6M -$30.4K +$15.6M VB, VTI, VGT, BND, VV 13F-HR 5/3/2023, 03:30 PM
Q4 2022 49 $154M +$16M -$5.1M +$10.9M VB, VTI, VGT, VEU, VV 13F-HR 2/7/2023, 12:28 PM
Q3 2022 49 $136M +$26.9M -$1.41M +$25.5M VB, VTI, VGT, VEU, BRKB 13F-HR 11/3/2022, 05:52 PM
Q2 2022 48 $117M +$19.8M -$2.2M +$17.6M VB, VTI, VEU, VHT, VGT 13F-HR 8/2/2022, 04:59 PM
Q1 2022 49 $118M +$18.1M -$3.35M +$14.7M VB, VTI, VEU, VGT, QQQ 13F-HR 5/5/2022, 12:03 PM
Q4 2021 47 $107M +$3.07M -$3.36M -$291K VTI, VB, VEU, VUSB, VGT 13F-HR 2/7/2022, 12:23 PM
Q3 2021 45 $102M +$7.15M -$1.61M +$5.54M VTI, VB, VUSB, VEU, BSV 13F-HR 1/19/2022, 01:11 PM
Q2 2021 44 $96.9M +$13.1M -$776K +$12.4M VTI, VEU, VUSB, VB, BSV 13F-HR 1/19/2022, 01:03 PM
Q1 2021 41 $79.8M +$1.4M -$608K +$788K VTI, VEU, BSV, VB, VXUS 13F-HR 1/19/2022, 11:03 AM
Q4 2020 41 $74.9M +$5.48M -$6.45M -$964K VTI, VEU, BSV, VXUS, VB 13F-HR 1/19/2022, 10:49 AM
Q3 2020 39 $66.4M +$6.01M -$5M +$1.01M VTI, VEU, BSV, VXUS, VWO 13F-HR 1/19/2022, 10:43 AM
Q2 2020 35 $61.5M +$322K -$698K -$376K VEU, VTI, BSV, VXUS, VWO 13F-HR 1/19/2022, 10:34 AM
Q1 2020 36 $53.3M +$339K -$9.12M -$8.78M VEU, VTI, BSV, VXUS, VWO 13F-HR 1/19/2022, 10:18 AM
Q4 2019 40 $78.1M $0 $0 VEU, VTI, VXUS, BSV, VWO 13F-HR 1/14/2022, 11:38 AM